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Retirement Plan Consultant II

2.00 to 7.00 Years   Chennai, Hyderabad, Kolkata   14 Jul, 2022
AIG Data Services Private Limited
Job LocationChennai, Hyderabad, Kolkata
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    • Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
    • Actively participate in benefit fairs and new employee orientations.
    • Participate in the annual plan review and financial education planning process.
    • Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
    • Meet with participants and eligible employees to educate employees regarding plan participation.
    • Travel dependent on your territory may be required for new plan enrollments.
    ,

Keyskills :
foundationreportingseleniumtest cases

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